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Sterling Investment Advisors, Ltd.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sterling Investment Advisors, Ltd. on XLE, newest first. How the timeline and the estimate are built.

Sterling Investment Advisors, Ltd. held 10,986 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,986 shares
    Change vs previous 13F -5,638 shares

    0.1% of the 13F portfolio, value $583,459.

    13F-HR 0001701132-26-000004 filed by Sterling Investment Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,624 shares
    Change vs previous 13F -51 shares

    0.18% of the 13F portfolio, value $1,018,371.

    13F-HR 0001701132-26-000002 filed by Sterling Investment Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,675 shares
    Change vs previous 13F +8,343 shares

    0.14% of the 13F portfolio, value $745,538.

    13F-HR 0001701132-26-000001 filed by Sterling Investment Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,332 shares
    Change vs previous 13F -1,295 shares

    0.14% of the 13F portfolio, value $744,420.

    13F-HR 0001701132-25-000010 filed by Sterling Investment Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,627 shares
    Change vs previous 13F +2,902 shares

    0.18% of the 13F portfolio, value $816,451.

    13F-HR 0001701132-25-000007 filed by Sterling Investment Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,725 shares
    Change vs previous 13F +3,717 shares

    0.15% of the 13F portfolio, value $628,445.

    13F-HR 0001701132-25-000005 filed by Sterling Investment Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,008 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $257,687.

    13F-HR 0001701132-25-000002 filed by Sterling Investment Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).